Growth Metrics

Virtus Investment Partners (VRTS) Invested Capital (2009 - 2026)

Virtus Investment Partners posted quarterly Invested Capital of $1.4 billion for Q1 2026, up 20.28% year-on-year from $1.1 billion in Q1 2025, and up 2.47% on a QoQ basis from $1.3 billion in Q4 2025.

Virtus Investment Partners (VRTS) has 18 years of Invested Capital data on file, last reported at $1.4 billion in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital rose 20.28% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 20.28% YoY), and the FY2025 full-year result was $1.3 billion, up 16.78% from the prior year.
  • Invested Capital for Q1 2026 stood at $1.4 billion, up from $1.3 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $1.4 billion in Q1 2026 and bottomed at $1.0 billion in Q2 2022.
  • The 5-year median for Invested Capital is $1.1 billion (2024), against an average of $1.2 billion.
  • The widest annual swing landed in 2024, when Invested Capital dropped 2.71%; it then rose 20.28% in 2026.
  • A 5-year view of Invested Capital shows it stood at $1.1 billion in 2022, then increased by 4.06% to $1.1 billion in 2023, then grew by 1.08% to $1.1 billion in 2024, then rose by 16.78% to $1.3 billion in 2025, then rose by 2.47% to $1.4 billion in 2026.
  • The last three Invested Capital figures came in at $1.4 billion (Q1 2026), $1.3 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 Virtus Investment Partners 974.40 Mn 1.03 Bn 3.64 Mn 1.36 Bn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 1.36 Bn
Dec 31, 2025 1.32 Bn
Sep 30, 2025 1.31 Bn
Jun 30, 2025 1.13 Bn
Mar 31, 2025 1.13 Bn
Dec 31, 2024 1.13 Bn
Sep 30, 2024 1.13 Bn
Jun 30, 2024 1.12 Bn
Mar 31, 2024 1.13 Bn
Dec 31, 2023 1.12 Bn
Sep 30, 2023 1.14 Bn
Jun 30, 2023 1.15 Bn
Mar 31, 2023 1.10 Bn
Dec 31, 2022 1.08 Bn
Sep 30, 2022 1.06 Bn
Jun 30, 2022 1.05 Bn
Mar 31, 2022 1.09 Bn
Dec 31, 2021 1.10 Bn
Sep 30, 2021 1.09 Bn
Jun 30, 2021 980.06 Mn
Mar 31, 2021 934.42 Mn
Dec 31, 2020 922.15 Mn
Sep 30, 2020 906.03 Mn
Jun 30, 2020 901.28 Mn
Mar 31, 2020 917.93 Mn
Dec 31, 2019 964.10 Mn
Sep 30, 2019 969.61 Mn
Jun 30, 2019 969.78 Mn
Mar 31, 2019 964.12 Mn
Dec 31, 2018 973.05 Mn
Sep 30, 2018 998.10 Mn
Jun 30, 2018 885.51 Mn
Mar 31, 2018 870.81 Mn
Dec 31, 2017 853.54 Mn
Sep 30, 2017 832.73 Mn
Jun 30, 2017 837.44 Mn
Mar 31, 2017 552.39 Mn
Dec 31, 2016 351.67 Mn
Sep 30, 2016 469.80 Mn
Jun 30, 2016 466.11 Mn
Mar 31, 2016 660.85 Mn
Dec 31, 2015 662.05 Mn
Sep 30, 2015 548.43 Mn
Jun 30, 2015 558.97 Mn
Mar 31, 2015 565.14 Mn
Dec 31, 2014 563.35 Mn
Sep 30, 2014 560.43 Mn
Jun 30, 2014 514.43 Mn
Mar 31, 2014 510.10 Mn
Dec 31, 2013 492.87 Mn
Sep 30, 2013 465.80 Mn
Jun 30, 2013 271.38 Mn
Mar 31, 2013 260.13 Mn
Dec 31, 2012 259.47 Mn
Sep 30, 2012 251.70 Mn
Jun 30, 2012 226.36 Mn
Mar 31, 2012 239.46 Mn
Dec 31, 2011 198.16 Mn
Sep 30, 2011 62.50 Mn
Jun 30, 2011 67.72 Mn
Dec 31, 2010 63.27 Mn
Dec 31, 2009 29.73 Mn